Link an existing GoCardless mandate to a contact
When a person has a GoCardless Direct Debit mandate linked to their contact record in White Fuse it will be used to automatically take payments for recurring subscriptions.
If you have a person that has already set up a Direct Debit Mandate in GoCardless but it is not connected with their contact record in White Fuse you can manually link to two together.
Here are the steps for how to do this.
In GoCardless
- Log in to your GoCardless account
- Go to the Customers tab
- Find and open the person's contact record
- Under the Bank Accounts section, click on the bank account
- Under the Mandates section, click on the active mandate
- Copy the Mandate ID from the header area of the page
Note. The Mandate ID is usually a 14-character string starting with 'MD' and looks like this:
MD009ABCX9YZJKL
A customer may have more than one bank account or more than one Mandate so you may need to choose which one to link.
In White Fuse
- Go to Contacts > People (or Organisations)
- Find and open the contact you want to link the mandate to
- Scroll down and click Link GoCardless mandate
- Paste in the Mandate ID (e.g. MD009ABCX9YZJKL)
- Click Link
Bulk linking via import
If you have a large number of mandates to link, it is more efficient to use the bulk import tool. You can include the GoCardless Mandate ID in your spreadsheet when:
- Importing new contacts: Add the mandate IDs to your CSV file alongside the contact's personal details.
- Updating existing contacts: If the contacts are already in White Fuse, you can use the Import changes process to bulk update their records with the mandate IDs.
For detailed instructions on setting up your spreadsheet and running the import, please read our Import contacts guide.